
51 - 200 employees
Founded 2020
☁️ SaaS
💳 Fintech
🤝 B2B
💰 $113M Venture Round - Aiwyn on 2024-12
SaaS • Fintech • B2B
Aiwyn is a software platform for accounting firms that combines payments automation, practice management, a client experience portal, and a core tax system into a single, integrated solution. It helps firms accelerate payments, automate invoicing and reconciliation, modernize practice operations (time tracking, billing, project and resource management), and centralize client interactions and tax workflows. Aiwyn focuses on B2B partnerships with accounting firms and integrates with the wider accounting technology ecosystem; it recently acquired QuickFee’s U. S. payments business to strengthen its payments capabilities.
🕒 April 29
Improve your chances of getting an interview by checking your resume score before you apply.

51 - 200 employees
Founded 2020
☁️ SaaS
💳 Fintech
🤝 B2B
💰 $113M Venture Round - Aiwyn on 2024-12
SaaS • Fintech • B2B
Aiwyn is a software platform for accounting firms that combines payments automation, practice management, a client experience portal, and a core tax system into a single, integrated solution. It helps firms accelerate payments, automate invoicing and reconciliation, modernize practice operations (time tracking, billing, project and resource management), and centralize client interactions and tax workflows. Aiwyn focuses on B2B partnerships with accounting firms and integrates with the wider accounting technology ecosystem; it recently acquired QuickFee’s U. S. payments business to strengthen its payments capabilities.
• Oversee customer onboarding, post-launch reviews, quarterly business reviews, and executive check-ins to ensure customer success and satisfaction. • Work closely with Enterprise customers to understand their business objectives and create a tailored success plan that delivers tangible outcomes. • Provide guidance to enterprise customers on adopting and maximizing the usage of our solutions, focusing on long-term retention, expansion, and advocacy. • Engage with the Customer Support Team to address customer inquiries, technical issues, and any other concerns. • Travel on-site to visit customers for executive check-in meetings. • Collaborate on building and iterating on our renewals process to support our customers. • Design and refine renewal playbooks, utilizing data insights to support customer health and drive revenue retention. • Collaborate with Sales and Customer Success Management to uncover and pursue expansion opportunities. • Work with Sales, Product, and Marketing to share industry best practices and drive the evolution of our platform.
• A minimum of 4 years in Customer Success, Renewal Management, or Account Management, with a focus on enterprise-level SaaS customers for at least 2 years. • Experience in early-stage startups with a willingness to embrace ambiguity and quickly adapt to change. • High EQ; adept at managing multiple stakeholder relationships. • Demonstrated success in increasing renewal rates and building effective renewal processes. • Ability to create and refine Customer Success playbooks and processes. Familiarity with HubSpot or Salesforce is required. • Comfortable analyzing large data sets to identify trends and lead-indicators for customer health and risk mitigation. • Experience managing and expanding enterprise customer relationships, with strong negotiation skills and the ability to overcome objections. • A collaborative approach with innovative ideas, a sense of humor, and a passion for customer success. • Experience with Customer Success platforms like Gainsight or ChurnZero is a plus. • A self-motivated attitude with a willingness to go above and beyond to ensure customer success and satisfaction. • Travel up to 30% of the time.
• Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls. • Remote, work-from-anywhere culture • Flexible PTO • World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support. • Stock options - every Full Time Employee has ownership in Aiwyn's future and success. • 401(k) matching
Apply Now🕒 April 29
Client Success Manager responsible for end-to-end renewal execution and customer relationship management at Neumo. Ensuring revenue growth and customer satisfaction in public sector engagements.
🕒 April 29
Senior Customer Engagement Representative at Forward Financing focused on metrics to re-engage previous clients and convert them to new funding opportunities through consultative selling.
🇺🇸 United States – Remote
💵 $50k - $60k / year
💰 $250M Debt Financing on 2021-05
⏰ Full Time
🟠 Senior
🏆 Customer Success
🕒 April 29
Client Success Manager at Vimly serving as a strategic partner in benefits administration and fostering long-term client relationships. Leading cross-functional efforts for exceptional service and customer satisfaction.
🇺🇸 United States – Remote
💵 $80k - $115k / year
💰 Venture Round on 2021-10
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🕒 April 29
Customer Success Manager at Acxiom supporting client engagements and value realization initiatives. Driving adoption through effective client relationship management and strategic value analysis.
🕒 April 29
201 - 500
Senior Customer Success Manager driving adoption for Rentvine's property management software. Partnering with sales to ensure customers leverage the platform for long-term success.